Configuration
Reports
The weekly email digest, the monthly PDF report, the on-demand PDF report and who receives them.
Survelium sends two automatic reports for each brand. You set them up in the brand settings, on the Reports tab.
| Report | When | Default |
|---|---|---|
| Weekly email digest | on Mondays, with the last 7 days | on |
| Monthly PDF report | on the 1st of the month, with the previous month, attached to an email | off |
A weekly digest isn't sent if the brand had no answers that week.
Who receives them
- Send reports to — up to 10 email addresses, including people outside the workspace (a client, a colleague from marketing).
- If the list is empty, the weekly digest goes to all workspace members.
- Each user can turn off their digests from My settings → Profile → Weekly Reports. Their setting takes priority, even if their address is on the brand's list.
The monthly report is generated in each recipient's language.
On-demand PDF report
On the brand's Dashboard → PDF report → Branded PDF report: choose the period (the last 7, 30 or 90 days) and Generate. The report is ready in a few moments and appears under Recent reports (the last 5), where you download it. It isn't sent by email.